Weekly Dispatches
Undervalued Shares
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world-view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
Sark: investment opportunity of a decade
Riches among ruins (3-part series)
A few thoughts on Wirecard
Agfa-Gevaert and activist investing in Europe – a case study
Blogs to Watch (part 1): Lyn Alden
Ferrari – the company, the stock, and my car
Time to “short” coronavirus vaccines?
Once a “conspiracy theory”, the Wuhan lab theory has become “the most likely origin”. Are we going to see a similar 180-degree turn on vaccines?
Coal: the outcast about to make a comeback?
Coal mines offer up to 40% annual return. This is not the only reason why this an industry worth investigating.
Hydrogen: why investors should pay attention
Hydrogen is a powerful form of energy, but it’s often overshadowed by solar and wind. Could hydrogen stocks become a surprise growth investment?
Petrobras: time to love oil stocks again
In December 2018, I featured Gazprom as the world’s best dividend play. Introducing today: Brazil’s Petrobras, its legitimate successor.
The Baby Amazon of South America – now on sale!
In China, 52% of all retail purchases are made online. In South America, it’s 6%. This South American e-commerce stock will benefit when the market finally catches up.
The Gartner Hype Cycle in real life: e-commerce stocks in emerging markets
How to apply the simple but effective Gartner Hype Cycle in practice? Meet the group of stocks that fits right into this analysis tool.
